LOADING...
Summarize
US must adopt open-source to regain AI lead over China
US is losing its lead in AI research

US must adopt open-source to regain AI lead over China

Nov 15, 2025
02:58 pm

What's the story

Andy Konwinski, the co-founder of Databricks and AI research and venture capital firm Laude, has warned that the US is losing its lead in AI research to China. He called this trend an "existential" threat to democracy. Speaking at the Cerebral Valley AI Summit this week, Konwinski said PhD students at Berkeley and Stanford are consuming more innovative ideas from Chinese companies than American ones.

Open-source push

Advocacy for open-source AI

Konwinski, who also runs the Laude Institute, an accelerator that gives grants to researchers, has stressed on the need for open-source AI. He said major labs like OpenAI, Meta, and Anthropic are doing a lot of great work but most of it is proprietary. These companies are also luring top academic talent with multi-million dollar salaries which are much higher than what these experts can earn at universities.

Idea exchange

Argument for idea exchange

Konwinski contended that ideas can only thrive if they are freely exchanged and debated with the wider academic community. He cited generative AI as an example of a breakthrough that came from the Transformer architecture, a key training technique introduced in an open-access research paper. "The first nation that makes the next 'Transformer architectural level' breakthrough will have the advantage," he said.

Innovation contrast

China's open-source AI innovation

Konwinski highlighted the difference between China and the US in terms of AI innovation. He said the Chinese government supports and promotes open-sourcing AI innovations from labs like DeepSeek or Alibaba's Qwen. This, he believes, allows others to build on these ideas and will eventually lead to more breakthroughs. In contrast, he thinks the US has seen a decline in scientists talking to each other about their work.

Future concerns

Warning about future of US AI labs

Konwinski warned that the current trend could not only threaten democracy but also hurt big US AI labs. "We're eating our corn seeds; the fountain is drying up. Fast-forward five years, the big labs are gonna lose too," he said. He stressed on the need for America to remain at the forefront of open-source innovation in order to stay ahead in global competition.